Nadia Moye is a Series 66 licensed financial advisor with Fidelity in Plano, TX, where she has been since 2025. Her work history includes roles at Seidel Schroeder and Texas A&M University, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Keith Rinn is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with 22 years of industry experience. He has been with Fisher Investments since 2006. Fisher Investments serves a diverse global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research, and it employs tax-aware strategies and defensive tactics to manage risk.

James Hesson is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Raymond James Financial in Allen, TX. Prior to joining Raymond James, he spent nine years with Edward Jones. He also operates JJH LLC, a pass-through entity established for managing income based on his CPA’s advice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized services such as municipal and public-finance advisory.

Xin Liang is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at Wells Fargo from 2013 to 2018 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to inform its recommendations.

Dustin Bernard is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab, EquityBee, Northwestern Mutual, and a one-year position with the Miami Marlins. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides a range of services including sub-advisory and retirement plan management.

Luke Liacone is a financial advisor at Fisher Investments with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Bank of America, Merrill, and Park Avenue Securities. Fisher Investments serves institutional and high-net-worth clients globally, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to build diversified portfolios and employs tax-aware strategies alongside various risk management techniques.

Mc Kenzie Perdok is a financial advisor with Fisher Investments in Plano, TX, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Fisher Investments, Perdok worked at Charles Schwab & Co., Inc. for two years and has diverse work experience including roles in automotive sales and hospitality. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across various asset classes and employing a centralized investment process that integrates quantitative and qualitative research with tax-aware strategies.

Tarainia Mcdaniel is a financial advisor at Fisher Investments with 10 years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors. Outside of her advisory role, she is the owner of TIS Financial LLC, a car rental business operating on ride-share platforms. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and manages risk using tax-aware and defensive strategies.

Alexander Deng is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Kevin Johnson is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments manages discretionary portfolios for a global clientele that includes institutional investors and high-net-worth individuals, employing a centrally managed investment approach that integrates quantitative and qualitative research across diverse asset classes. The firm offers sub-advisory and retirement plan services and utilizes tax-aware strategies and various risk management techniques in its portfolio construction.

Mario Martinez is a financial advisor at Edward Jones in Allen, TX, holding a Series 66 designation with seven years of industry experience. His prior experience includes roles at New York Life, Pruco Securities LLC, and Signator Investors, along with work in education through the Dallas Independent School District and Richland Community College. Outside of finance, he owns a remodeling business, Renova Plus, based in Garland, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices, offering integrated services such as trust company capabilities and securities-based lending.

Stephen Drake is a financial advisor with Thrivent Investment Management in Allen, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked in educational settings including Grand Prairie ISD, Faith Family Academy, and Ector County ISD. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic financial planning covering various topics, with the option to combine planning and managed-account services under a consolidated program called “WealthPlan.”

Gabriel Atkinson is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. He has 17 years of industry experience and has been with Fisher Investments since 2008. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm’s investment approach combines quantitative screening and qualitative research through a centralized Investment Policy Committee and employs tax-aware processes alongside risk management strategies such as derivatives and tax-loss harvesting.

Daniel Finch is a financial advisor with Ameriprise in Fairview, TX, holding a Series 66 designation and 23 years of industry experience. He previously worked at American National Bank of Texas and LPL Financial, serving as Vice President and Senior Financial Advisor at American National Bank of Texas. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver customized, non-discretionary recommendations.

Christian Bernal is a financial advisor at Fisher Investments with one year of experience at the firm. He holds a Series 65 designation and has a background in the communications industry, having worked at Comcast Business, AT&T, T-Mobile US, Cox Communications, and Skye Communications. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach that combines quantitative screening and qualitative research, and it provides tax-aware portfolio management with various risk management strategies.

Deborah Hecht is a financial advisor with Ameriprise in Dallas, TX, holding a Series 63 designation and over 34 years of industry experience. She has been with Ameriprise since 2005, including its predecessor firm, Ameriprise Financial Services, Inc. Outside of her advisory role, Hecht serves on the Board of Directors for the Creekside at Lake Highlands homeowners association and creates stained glass crafts that she sells. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Justin Yost is a financial advisor with Fisher Investments, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Fisher Investments since 2008. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, tax-aware processes, and risk management strategies.

Logan Mc Kinnon is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments, he worked at Kelley Automotive Group and studied at Indiana University’s Kelley School of Business. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research and implements tax-aware strategies alongside defensive tactics to manage risk and positioning.

Eric Alford is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX, and has three years of industry experience. He joined Fisher Investments in 2022 after working in various roles including self-employment and positions at Utility Connect, Gig Interactive, and Journey Business Solutions. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s investment decisions are centralized with a five-member Investment Policy Committee that employs quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios.

Davis Schroeder is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. Prior to that, he worked at South Montgomery Development Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.